GB0000066554
GB0000066554
ABERFORTH SMALLER COMPANIES TRU
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Solid Quality Asset with Moderate Fluctuation
Healthy balance: Exemplary business financials (Health Score: 100/100) paired with moderate price swings for a single equity (±17.1% p.a.). The score (5/7) reflects the standard baseline for equities under SRI rules.
Volatility Risk
Transparent evaluation of price volatility (SRI), Beta, and historical drawdowns.
Volatility Risk Score
5/7 Elevated
5 / 7 SRI Price Fluctuation & Beta
Above-average volatility. Suitable for experienced investors with high risk tolerance (5+ years horizon). Largely moves in line with the broader market.
Beta (Market Relation)
0.91x
DefensiveVolatility (5Y p.a.)
17.1% p.a.
5-Year HorizonMax Drawdown (5Y)
-30.1%
5-Year HorizonSharpe Ratio
0.09
Return / RiskElevated Risk / Growth: Score Basis:
Multi-Horizon Risk & Performance Matrix
Historical volatility, drawdowns, and risk-adjusted return across 1, 3, 5, and 10 years.
Timeframe | Volatility (p.a.) | Max Drawdown | Sharpe Ratio | Return (p.a.) |
|---|---|---|---|---|
| 1 Year | — | — | — | +17.3% |
| 3 Years | 15.9% | -27.9% | 0.8 | +15.2% |
| 5 Years | 17.1% | -30.1% | 0.09 | +4.1% |
| 10 Years | 20.5% | -60.3% | 0.16 | +5.7% |
Automated Risk & Health Notes (Red Flags)
Single Stock Risk: Investing in an individual stock carries full company and insolvency risk (no fund diversification).
Exemplary balance sheet strength: Very solid ratio of equity to debt.
Historical Stress Test: Maximum peak-to-trough drawdown of -60.3% in the extended horizon.